Other · DOL Form 5500 · 2023

Hale Kipa Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
117
Participants Small participant base
43rd
Percentile by assets National rank
$39,278
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hale Kipa Inc. 403b Plan · Sponsored by Hale Kipa Inc. · Hawaii · Healthcare & Social Assistance

$5M in assets, 117 participants

Hale Kipa Inc.'s Hale Kipa Inc. 403b Plan reported $5M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,177 in Healthcare & Social Assistance (17,684 peers)

Coverage in Hawaii

Hale Kipa Inc. 403b Plan covers 117 participants in Hawaii, about 31% of the average Hawaii filer (state average ~380 per filing). Assets: $5M.

#8,177
in Healthcare & Social Assistance (17,684 peers)
-0.3%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hale Kipa Inc. 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hale Kipa Inc. 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,595,584 43rd percentile higher than 43% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Hale Kipa Inc. 403b Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hale Kipa Inc. 403b Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hale Kipa Inc. 403b Plan reported net income fell from $580K in the plan year 2022 filing to -$16K in the plan year 2023 filing.
  • Hale Kipa Inc. 403b Plan reported participants fell from 120 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237061499 · Hale Kipa Inc. PY 2023 · Other

Hale Kipa Inc. 403b Plan · $5M · 117 · 43rd

  • BOOK $5M
  • BOOK 117
  • BOOK 43rd
  • BOOK Other
  • BOOK near Community Healthcare of Texas 403b Plan
  • BOOK ind #8177

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Hawaii →

Hale Kipa Inc. 403b Plan in the asset neighbourhood

Hale Kipa Inc. 403b Plan$5MCommunity Healthcare of Texas 403b PlanCommunity Healthcare of Texa…$5MDetroit Symphony Orchestra, Inc. Non-Musicians' Tax Deferred Account PlanDetroit Symphony Orchestra, …$5MTri-Valley, Inc. 403(b) Plan$5MNational Forest Foundation Defined Contribution Retirement PlanNational Forest Foundation D…$5M
End-of-year total assets ($M) among Hale Kipa Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$16K
Employer EIN237061499
Plan Effective Date2010-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Hale Kipa Inc.)

Sponsor-wide plan assets over time

All Hale Kipa Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.898309296969147% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M$5.4M 202220232024 $4.61M $5.16M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 120 $5M
2023 1 117 $5M
2024 1 106 $5M

Nearby Other Plans in Hawaii

Peer Other plans, same state, same plan type, ranked by total assets.

Hale Kipa Inc. 403b Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Hale Kipa Inc. 403b Plan, Total assets ($B): 0.004595584 · Participants: 117Hale Kipa Inc. 403b PlanHawai'i Pacific Health 403(b) Savings Plan, Total assets ($B): 1.347504158 · Participants: 7137Hawai'i Pacific Health 403(b) Savings PlanPunahou School Defined Contribution Retirement Plan, Total assets ($B): 0.29858221 · Participants: 932Punahou School Defined Contribution Retirement PlanIolani School Defined Contribution Retirement Plan, Total assets ($B): 0.184908375 · Participants: 494Iolani School Defined Contribution Retirement PlanKuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan, Total assets ($B): 0.149104627 · Participants: 871Kuakini Health System 403(b) Matching Tax-Sheltered Annuity PlanThe Queen's Health Systems Retirement Plus Plan, Total assets ($B): 0.112061628 · Participants: 587The Queen's Health Systems Retirement Plus Plan
Hale Kipa Inc. 403b Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare Hale Kipa Inc. 403b Plan side-by-side with 3 peers →

Hale Kipa Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is Community Healthcare of Texas 403b Plan in TX ($5M); by covered participants it is Tlc Operations, Inc. Retirement Plan in NC (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hale Kipa Inc. 403b Plan assets move in 2023? ▼
Hale Kipa Inc. 403b Plan held essentially flat - down 0.3% during 2023, from $5M to $5M. Reported net income was -$16K.
How have Hale Kipa Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hale Kipa Inc.'s sponsor-wide assets grew 11.9%, from $5M to $5M.
Which Other plans are similar in size to Hale Kipa Inc. 403b Plan? ▼
Among Other plans in other states, the closest by assets is Community Healthcare of Texas 403b Plan in TX ($5M, 224 participants).
Which Other plans cover a similar participant headcount to Hale Kipa Inc. 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Tlc Operations, Inc. Retirement Plan in NC (117 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237061499.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.